Account Type***** ***Account Owner******* ******Account Opps/Deals******* ******Closed Won • Jan 25**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
BmoPresident BMO InvestorLine and Head of Wealth Management Digital First TransformationOct 16 - PresentTangerineVice President, Deposits & InvestmentsSep 10- Oct 16
Scott HauncherChief Financial OfficerView Profile, Scott HauncherGeorge RobertsonFounder And Financial PlannerView Profile, George RobertsonSam IsaacsFounder Fractional CBOView Profile, Sam Isaacs